Marshall Heiser
Career coach for finance recruiting in private equity and banking
| Hourly rate range | $80 to $160 an hour |
|---|---|
| Focus areas | |
| Credentials | BS in Economics, Duke University; Finance Concentration; Markets and Management Certificate |
Marshall Heiser is a career coach who helps people land jobs in finance. He has coached and advised friends, colleagues and candidates in financial services for six years. He is an Associate at BDT & MSD Partners, where he works in private equity investing and M&A advisory. He also screens and interviews candidates there, so he has seen recruiting from the hiring side. He earlier interned at Vista Equity Partners.
What Marshall helps with
Marshall helps candidates who want to get hired in finance. He works on the full recruiting process, from story to offer.
- Refining your career story
- Defining a path in finance
- Networking effectively
- Preparing for interviews
- Navigating recruiting timelines
- Recruiting for private equity and investment banking roles
- Recruiting for growth equity and other buy-side roles
Who Marshall works with
Marshall works with candidates who want to land a job in finance. His clients come from across financial services. He has coached friends, colleagues and candidates who are moving through recruiting paths in areas like investment banking and private equity.
Background and qualifications
Marshall graduated from Duke University with a BS in Economics, a Finance Concentration, a Markets and Management Certificate and a Sociology minor. He spent a summer as a Private Equity Summer Analyst at Vista Equity Partners and received a full-time offer. Since July 2022 he has been an Associate at BDT & MSD Partners, working in private equity investing and M&A advisory. He has taken part in recruiting processes and received offers in investment banking, private equity, growth equity and other buy-side roles. At his firm he also screens, interviews and evaluates candidates.
Marshall Heiser pricing
Programs and services
- Custom hourly coaching sessions
- Chat with Marshall before booking
Marshall Heiser reviews
The CoachVouch take
He has been through finance recruiting as a candidate and now screens and interviews candidates at a merchant bank.
Best for candidates who want a job in private equity, investment banking or other finance roles.
Common questions
How much does Marshall Heiser charge?
Coaching with Marshall runs $80 to $160 an hour. Request an intro for an exact quote.
What does Marshall Heiser help with?
Marshall Heiser helps with refining your career story, defining a path in finance, networking effectively and preparing for interviews.
Is Marshall Heiser certified?
Marshall Heiser lists: BS in Economics, Duke University; Finance Concentration; Markets and Management Certificate.
Has Marshall seen recruiting from the employer side?
Yes. At BDT & MSD Partners he screens, interviews and evaluates candidates.
How do I contact Marshall Heiser?
Request an intro on this page. It's free, and we'll connect you with Marshall and, if you want, 2 or 3 similar coaches to compare.
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Last updated September 2026. Request a correction.